The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYS INC COM 00724F101 750,512 9,264,439 SH   SOLE   9,264,439 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 193,928 1,217,455 SH   SOLE   1,217,455 0 0
ALLERGAN PLC SHS G0177J108 697,341 2,297,966 SH   SOLE   2,297,966 0 0
ARISTA NETWORKS INC COM 040413106 154,973 1,895,925 SH   SOLE   1,895,925 0 0
AUTODESK INC COM 052769106 308,409 6,158,948 SH   SOLE   6,158,948 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 110,550 5,500,000 SH Put SOLE   5,500,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 920,865 5,377,312 SH   SOLE   5,377,312 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 522,313 3,050,000 SH Call SOLE   3,050,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 550,168 7,943,511 SH   SOLE   7,943,511 0 0
CSX CORP COM 126408103 68,183 2,088,300 SH   SOLE   2,088,300 0 0
CSX CORP COM 126408103 90,114 2,760,000 SH Call SOLE   2,760,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 2,189,200 20,000,000 SH Put SOLE   20,000,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 433,570 5,455,774 SH   SOLE   5,455,774 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 330,714 2,850,000 SH Call SOLE   2,850,000 0 0
ELECTRONIC ARTS INC COM 285512109 52,830 794,440 SH   SOLE   794,440 0 0
ENDO INTL PLC SHS G30401106 284,360 3,570,117 SH   SOLE   3,570,117 0 0
EQUINIX INC COM PAR $0.001 29444U700 763,510 3,005,944 SH   SOLE   3,005,944 0 0
FACEBOOK INC CL A 30303M102 837,214 9,761,722 SH   SOLE   9,761,722 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 357,793 9,672,695 SH   SOLE   9,672,695 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 74,535 2,015,000 SH Call SOLE   2,015,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 854,993 5,478,615 SH   SOLE   5,478,615 0 0
GRACE W R & CO DEL NEW COM 38388F108 121,042 1,206,801 SH   SOLE   1,206,801 0 0
HANESBRANDS INC COM 410345102 252,836 7,588,105 SH   SOLE   7,588,105 0 0
HCA HOLDING INC COM 40412C101 454,257 5,007,242 SH   SOLE   5,007,242 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 121,945 2,014,620 SH   SOLE   2,014,620 0 0
HORIZON PHARMA PLC SHS G4617B105 111,341 3,204,972 SH   SOLE   3,204,972 0 0
ILLUMINA INC COM 452327109 1,239,965 5,678,537 SH   SOLE   5,678,537 0 0
JD COM INC SPON ADR CL A 47215P106 1,428,468 41,890,558 SH   SOLE   41,890,558 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 21,087 231,220 SH   SOLE   231,220 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 108,591 3,013,061 SH   SOLE   3,013,061 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 164,106 4,571,191 SH   SOLE   4,571,191 0 0
LOWES COS INC COM 548661107 472,399 7,053,887 SH   SOLE   7,053,887 0 0
MASTERCARD INC CL A 57636Q104 909,246 9,726,632 SH   SOLE   9,726,632 0 0
MCGRAW HILL FINL INC COM 580645109 364,215 3,625,834 SH   SOLE   3,625,834 0 0
MGIC INVT CORP WIS COM 552848103 141,146 12,403,003 SH   SOLE   12,403,003 0 0
MICROSOFT CORP COM 594918104 1,174,325 26,598,524 SH   SOLE   26,598,524 0 0
MICROSOFT CORP COM 594918104 124,892 2,828,800 SH Call SOLE   2,828,800 0 0
MOHAWK INDS INC COM 608190104 373,890 1,958,565 SH   SOLE   1,958,565 0 0
NIKE INC CL B 654106103 772,976 7,155,860 SH   SOLE   7,155,860 0 0
PERRIGO CO PLC SHS G97822103 69,482 375,924 SH   SOLE   375,924 0 0
PRICELINE GRP INC COM NEW 741503403 1,372,196 1,191,794 SH   SOLE   1,191,794 0 0
PROSHARES TR II ULT VIX SHRT 74347W312 527,520 12,000,000 SH Put SOLE   12,000,000 0 0
REALOGY HLDGS CORP COM 75605Y106 486,191 10,406,478 SH   SOLE   10,406,478 0 0
SBA COMMUNICATIONS CORP COM 78388J106 527,061 4,584,339 SH   SOLE   4,584,339 0 0
SCHWAB CHARLES CORP NEW COM 808513105 24,439 748,520 SH   SOLE   748,520 0 0
SEARS HLDGS CORP COM 812350106 57,755 2,163,100 SH Put SOLE   2,163,100 0 0
SOLARWINDS INC COM 83416B109 116,180 2,518,528 SH   SOLE   2,518,528 0 0
SUNEDISON INC COM 86732Y109 289,044 9,663,802 SH   SOLE   9,663,802 0 0
TRANSDIGM GROUP INC COM 893641100 497,739 2,215,423 SH   SOLE   2,215,423 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 361,053 2,337,670 SH   SOLE   2,337,670 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,179,648 5,310,143 SH   SOLE   5,310,143 0 0
VISA INC COM CL A 92826C839 597,671 8,900,538 SH   SOLE   8,900,538 0 0
VULCAN MATLS CO COM 929160109 290,406 3,460,099 SH   SOLE   3,460,099 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 438,936 5,198,204 SH   SOLE   5,198,204 0 0
WILLIAMS COS INC DEL COM 969457100 800,197 13,943,148 SH   SOLE   13,943,148 0 0
WILLIAMS COS INC DEL COM 969457100 188,578 3,285,900 SH Call SOLE   3,285,900 0 0